About the CFA Institute Research Challenge

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with their peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

The Research Challenge gathers students, investment industry professionals, publicly traded companies and corporate sponsors together locally, regionally and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA Society Perth is proud to host the local level of the CFA Institute Research Challenge.

 

Key Dates

14 August 2019 Competition kick-off briefing
Venue: Curtain Old Boys School (Perth CBD)
Time: 6:00pm – 9:00pm
30 August 2019 Team registrations due
5 September 2019 Venue: ECU Joondalup
Company briefing: 1pm – 2:30pm
Analyst briefing: 2:30pm – 3:30pm
7 October 2019 First draft due to Mentors
14 October 2019 Written report due
17 October 2019 Semi-Final Presentation held in the evening
Location and time TBC
22 October 2019 Local Final Presentation
Venue: UWA
Time: 7pm -10pm
18 March 2020 APAC final in Seoul, South Korea
22 April 2020 Global Final in New York City, USA

 

Resources

View the official Rules

Overview of changes to the rules 2019/2020

Past Research Challenge winning reports and presentations

Watch the Global Finals from 2018/19

Watch a student experience video from the three 2014 Global Finalists or the 2016 Wrap Up Video.

CFA Research Challenge Perth Society Kick-Off Presentation

 

Honour Roll

Year Winning Team
2018/19
University of Western Australia
Team: Maxim De Bosscher, Reagan d’Souza, Rachel Hobbs and Tapiwa Mangwana
Mentor: Andrew Foster
Faculty Advisor: Dr Jing Yu
2017/18    University of Western Australia
Team: Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver, Andre Chinnery
Mentor: Ian Chu
Faculty Advisor: Professor Raymond da Silva Rosa
2016/17   Curtin University
Team: Alexander Williams, Levi Lin-Sullivan, Anthony Nguyen, Sam Jackman, Daniel Blackwell
Mentor: Andrew Foster
Faculty Advisor: Dr Mostafa Hasan
2015/16   Curtin University
Team: James O’Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman
Mentor: Andrew Foster
Faculty Advisor: Dr Lee Smales
2014/15   University of Western Australia
Team: Mathew Bunny, Joseph Mikhail, Zarjnt Spire, Henry Ryan and Brandon Haywood
Mentor: Robert Huth, CFA
Faculty Advisor: Professor Raymond da Silva Rosa

 

Participating Universities

 

 

About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Go to CFA Institute